See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3590259 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $3,067 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 · EIN 92-2766361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $326 |
9 funds of $250K or more; 26 lines in all, holding $10.0M of the plan's $10.3M. From the 2024 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Column c Column e Valic Retirement Services Company - Annuity Manager not matched · Insurance contract | $2.4M | 23.7% |
| MoA Clear Passage 2035 Fund Manager not matched · Mutual fund | $1.9M | 18.7% |
| Mutual of America Financial Group MoA Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $1.7M | 16.6% |
| Invesco Stable Value Trust A1 Invesco · Insurance contract | $876K | 8.8% |
| MoA Mid Cap Equity Index Fund Manager not matched · Mutual fund Index | $488K | 4.9% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $465K | 4.7% |
| MoA Small Cap Equity Index Fund Manager not matched · Mutual fund Index | $385K | 3.9% |
| Calvert International Responsible Index Fund Class R6 Morgan Stanley · Mutual fund Index | $351K | 3.5% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $331K | 3.3% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $208K | 2.1% |
See the other 16 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,800 | $50,815-47.3% | $155,509-82.8% | $77,643-65.5% |
| Participation rate | 71.6% | 63.1%+8.5pp | 78.2%-6.6pp | 70.6%+1.0pp |
| Annual return | 9.05% | 34.80%-25.8pp | 64.67%-55.6pp | 31.24%-22.2pp |
| Employer contribution / active EE | $816 | $1,993-59.1% | $4,672-82.5% | $2,726-70.1% |
| Participant deferral / active EE | $1,218 | $2,822-56.8% | $5,626-78.4% | $4,647-73.8% |
| Admin fee / account holder | $25 | $437-94.2% | $15,912-99.8% | $430-94.1% |